Eli Lilly & Co
LLY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000059478
In the last 90 days, Eli Lilly & Co insiders filed 0 open-market purchases and 3 sales; 4,644 institutions reported holding it in 13F filings for Q2 2026, worth $942.7B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.
13F holders, Q1 2025
Institutional positions in Eli Lilly & Co as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,928
- +84 vs. Q4 2024
- Shares held
- 835.3M
- +60.4M (+7.8%) vs. Q4 2024
- Total value
- $688.4B
- +$90.7B (+15.2%) vs. Q4 2024
- New holders
- 253
- 1,798 more added
- Sold out
- 169
- 1,412 more reduced
69 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $225.8B |
| Q4 2021 | 2,308 | $218.0B |
| Q3 2021 | 2,056 | $183.1B |
| Q2 2021 | 2,027 | $182.0B |
| Q1 2021 | 1,952 | $148.0B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 9,210 | $7.61M | 0.26% | −1,078−10.5% | Reduced |
| Heritage Wealth Management, Inc. | 9,208 | $7.60M | 2.59% | −654−6.6% | Reduced |
| Chatham Capital Group, Inc. | 9,187 | $7.59M | 1.27% | −237−2.5% | Reduced |
| Smithfield Trust Co | 9,134 | $7.54M | 0.38% | −94−1.0% | Reduced |
| Graypoint LLC | 9,088 | $7.51M | 0.47% | +388+4.5% | Added |
| Trust Asset Management LLC | 9,072 | $7.49M | 0.61% | +30.0% | Added |
| Harmony Asset Management LLC | 9,060 | $7.48M | 3.14% | +2,254+33.1% | Added |
| PFG Investments, LLC | 9,056 | $7.48M | 0.48% | +222+2.5% | Added |
| Highland Capital Management, LLC | 9,050 | $7.47M | 0.45% | −385−4.1% | Reduced |
| Heirloom Wealth Management | 9,042 | $7.47M | 2.14% | +286+3.3% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $7.43M | 8.43% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 9,000 | $7.43M | 4.06% | −6,000−40.0% | Reduced |
| Burling Wealth Partners, LLC | 8,988 | $7.42M | 1.56% | +820+10.0% | Added |
| Everett Harris & Co | 8,975 | $7.41M | 0.10% | −15−0.2% | Reduced |
| Financial Advisory Service, Inc. | 8,965 | $7.40M | 0.60% | +109+1.2% | Added |
| Strong Tower Advisory Services | 10,224 | $7.40M | 1.82% | +305+3.1% | Added |
| Chesapeake Asset Management LLC | 8,936 | $7.38M | 7.02% | +78+0.9% | Added |
| Frank, Rimerman Advisors LLC | 8,907 | $7.36M | 0.58% | +202+2.3% | Added |
| GWN Securities Inc. | 8,981 | $7.35M | 0.41% | +4,235+89.2% | Added |
| JPB Foundation | 8,868 | $7.32M | 0.96% | 00.0% | Unchanged |
| Pitcairn Co | 8,832 | $7.29M | 0.44% | +144+1.7% | Added |
| Douglass Winthrop Advisors, LLC | 8,830 | $7.29M | 0.14% | +49+0.6% | Added |
| Madden Securities Corp | 8,826 | $7.29M | 2.83% | −65−0.7% | Reduced |
| Wolff Financial Management LLC | 8,805 | $7.27M | 2.01% | 00.0% | Unchanged |
| Woodstock Corp | 8,796 | $7.26M | 0.72% | +528+6.4% | Added |
| Burke & Herbert Bank & Trust Co | 8,767 | $7.24M | 1.74% | −810−8.5% | Reduced |
| Hilltop Holdings Inc. | 8,758 | $7.23M | 0.46% | +705+8.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 8,746 | $7.22M | 3.98% | −4,912−36.0% | Reduced |
| Cabot Wealth Management Inc | 8,722 | $7.20M | 0.92% | +2,367+37.2% | Added |
| First Washington CORP | 8,720 | $7.20M | 2.53% | +1,487+20.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,718 | $7.20M | 0.77% | +8,718 | New |
| Elk River Wealth Management, LLC | 8,711 | $7.19M | 1.35% | −344−3.8% | Reduced |
| Norden Group LLC | 8,710 | $7.19M | 0.83% | +1,717+24.6% | Added |
| Prairie Sky Financial Group LLC | 8,666 | $7.16M | 4.25% | −8−0.1% | Reduced |
| Kercheville Advisors, LLC | 8,648 | $7.14M | 2.91% | +435+5.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,645 | $7.14M | 0.22% | −11,531−57.2% | Reduced |
| Covenant Asset Management, LLC | 8,631 | $7.13M | 1.79% | −2,917−25.3% | Reduced |
| Trust Co of Vermont | 8,617 | $7.12M | 0.36% | −42−0.5% | Reduced |
| Sand Hill Global Advisors, LLC | 8,612 | $7.11M | 0.29% | +44+0.5% | Added |
| Focus Financial Network, Inc. | 8,605 | $7.11M | 0.29% | −839−8.9% | Reduced |
| Verdence Capital Advisors LLC | 8,582 | $7.09M | 0.54% | +1,411+19.7% | Added |
| Bank of Hawaii | 8,577 | $7.08M | 0.41% | −1,035−10.8% | Reduced |
| Ithaka Group LLC | 8,559 | $7.07M | 1.44% | +8,059+1,611.8% | Added |
| Crawford Investment Counsel Inc | 8,548 | $7.06M | 0.13% | +348+4.2% | Added |
| Fidelis Capital Partners, LLC | 7,955 | $7.04M | 0.75% | +776+10.8% | Added |
| Blackhawk Capital Partners LLC. | 8,516 | $7.03M | 3.62% | +2,504+41.7% | Added |
| Kampmann Melissa S. | 8,511 | $7.03M | 5.56% | +40+0.5% | Added |
| Forbes J M & Co LLP | 8,472 | $7.00M | 0.68% | +6,481+325.5% | Added |
| Equitable Trust Co | 8,423 | $6.96M | 0.39% | −134−1.6% | Reduced |
| WBH Advisory Inc | 8,400 | $6.94M | 0.65% | −574−6.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,379 | $6.92M | 0.16% | +917+10.8% | Added |
| Field & Main Bank | 8,377 | $6.92M | 2.44% | +70+0.8% | Added |
| Mather Group, LLC. | 8,374 | $6.92M | 0.08% | +982+13.3% | Added |
| Forum Financial Management, LP | 8,368 | $6.91M | 0.11% | −247−2.9% | Reduced |
| GTS Securities LLC | 8,356 | $6.90M | 0.30% | +4,217+101.9% | Added |
| Brass Tax Wealth Management, Inc | 8,330 | $6.88M | 1.45% | +26+0.3% | Added |
| Independence Bank of Kentucky | 8,317 | $6.87M | 1.07% | +637+8.3% | Added |
| Western Wealth Management, LLC | 8,315 | $6.87M | 0.46% | −3,593−30.2% | Reduced |
| Enhancing Capital LLC | 8,300 | $6.86M | 5.48% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 8,287 | $6.84M | 1.32% | 00.0% | Unchanged |
| Fundamentun, LLC | 8,284 | $6.84M | 0.36% | +1,270+18.1% | Added |
| Sandler Capital Management | 8,262 | $6.82M | 2.22% | +700+9.3% | Added |
| StoneX Group Inc. | 8,214 | $6.78M | 0.37% | +229+2.9% | Added |
| Dnca Finance | 8,200 | $6.77M | 0.56% | −922−10.1% | Reduced |
| North Star Investment Management Corp. | 8,188 | $6.76M | 0.49% | −295−3.5% | Reduced |
| Atomi Financial Group, Inc. | 8,143 | $6.72M | 0.31% | +1,904+30.5% | Added |
| Marshall & Sullivan Inc | 8,131 | $6.72M | 3.41% | +75+0.9% | Added |
| TCI Wealth Advisors, Inc. | 8,093 | $6.68M | 0.54% | −134−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 8,084 | $6.68M | 0.60% | +377+4.9% | Added |
| Cigna Investments Inc | 8,059 | $6.66M | 1.25% | −176−2.1% | Reduced |
| Simmons Bank | 8,035 | $6.64M | 0.50% | −79−1.0% | Reduced |
| Intrepid Financial Planning Group LLC | 8,028 | $6.63M | 3.07% | −3,250−28.8% | Reduced |
| Hunter Associates Investment Management LLC | 8,014 | $6.62M | 1.02% | −802−9.1% | Reduced |
| Roman Butler Fullerton & Co | 8,724 | $6.61M | 2.56% | −975−10.1% | Reduced |
| Jane Street Group, LLC | 7,960 | $6.57M | 0.01% | −531,743−98.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 7,930 | $6.55M | 0.37% | −818−9.4% | Reduced |
| DSM Capital Partners LLC | 7,903 | $6.53M | 0.11% | −639−7.5% | Reduced |
| Allegheny Financial Group LTD | 7,890 | $6.52M | 1.67% | −6−0.1% | Reduced |
| Costello Asset Management, INC | 7,879 | $6.51M | 2.64% | +426+5.7% | Added |
| TSP Capital Management Group, LLC | 7,875 | $6.50M | 2.14% | −6,365−44.7% | Reduced |
| Eisler Capital Management Ltd. | 7,863 | $6.49M | 0.19% | −9,749−55.4% | Reduced |
| Summit Global Investments | 7,848 | $6.48M | 0.47% | −1,849−19.1% | Reduced |
| Ayrshire Capital Management LLC | 7,827 | $6.46M | 3.13% | +145+1.9% | Added |
| Plimoth Trust Co LLC | 7,813 | $6.45M | 1.68% | +2,542+48.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,800 | $6.44M | 2.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,785 | $6.43M | 0.22% | +3,805+95.6% | Added |
| Aldebaran Capital, LLC | 7,783 | $6.43M | 6.08% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 7,780 | $6.43M | 3.33% | +13+0.2% | Added |
| Waldron Private Wealth LLC | 7,779 | $6.42M | 0.30% | −6,334−44.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,774 | $6.42M | 0.83% | +297+4.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,745 | $6.40M | 0.29% | +1,223+18.8% | Added |
| Columbia Asset Management | 7,729 | $6.38M | 1.30% | −343−4.2% | Reduced |
| Keebeck Wealth Management, LLC | 7,729 | $6.38M | 0.94% | +4+0.1% | Added |
| Sharpepoint LLC | 7,209 | $6.38M | 5.59% | −2,220−23.5% | Reduced |
| Consolidated Capital Management, LLC | 7,674 | $6.34M | 2.63% | +7,674 | New |
| Evoke Wealth, LLC | 7,658 | $6.32M | 0.17% | +192+2.6% | Added |
| Lynch & Associates | 7,593 | $6.27M | 1.36% | −27−0.4% | Reduced |
| Avestar Capital, LLC | 7,581 | $6.26M | 0.60% | +762+11.2% | Added |
| Guardian Wealth Management, Inc. | 7,564 | $6.25M | 4.17% | +39+0.5% | Added |
| Wealth Alliance | 7,558 | $6.24M | 0.76% | +227+3.1% | Added |